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- Tasks: Analyse client info, construct solutions, and write suitability reports.
- Company: Join Saltus, an award-winning financial planning firm with a vibrant culture.
- Benefits: Salary up to £45k, hybrid working, and excellent benefits.
- Why this job: Make a real impact in financial planning while growing your career.
- Qualifications: CII Level 4 diploma and strong communication skills required.
- Other info: Flexible working hours and a supportive team environment.
The predicted salary is between 36000 - 54000 £ per year.
London Office | Hybrid Working | Salary up to £45k DOE + excellent benefits
We are looking for a paraplanner to join our growing team. The ideal candidate must have top notch communication skills and be able to troubleshoot and process work in a timely and efficient manner.
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety. We want everyone who works at Saltus to be proud to work here, and to find fulfilment and meaning in the work that they do.
We are incredibly proud of our culture and work really hard to ensure that Saltus is a great place to work for our people, where they can have fun and grow in their career, with a passion for excellence and customer service.
Saltus is a privately owned financial planning and discretionary investment management house. We are dedicated to providing a high-quality service for private clients, trusts, and smaller institutions. Saltus Partners was founded in 2004 and has grown organically and through a small number of carefully integrated acquisitions.
What does this role look like?
- Analyse client information and existing investments/policies
- Tax calculations
- Construct appropriate solutions for clients and make recommendations in conjunction with the advisers
- Write suitability reports for cases of varying complexity
- Run cashflow models for clients
- Be a point of contact for technical queries for CS and advisers
- Communicating with clients on research and report time scales
- Attend client meetings where required
- Helping to train other members of the team
- Potentially getting involved in some project work to further improve our systems and processes
- Undertake peer reviews for the paraplanning team
What sort of person are you looking for?
The successful candidate will be confident dealing with HNW clients and professional connections and a natural problem solver. They will:
- Demonstrate a strong technical knowledge and understanding of all financial products
- Hold the CII Level 4 diploma in regulated financial planning
- Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous
- Have a good attention to detail
- Be a good team player
- Excellent communication skills, both verbally and in writing
- Be comfortable with working in a fast-paced environment
- Be organised and able to manage a busy workload
Where will I be working?
We are looking for someone who can attend the London office 2-3 days per week, with the remainder at home. We’re incredibly flexible about when and how you work: we don’t want anyone to be prevented from coming to work for Saltus as a result of the working pattern that they’re looking for.
Paraplanner (London) employer: Saltus Partners LLP
Contact Detail:
Saltus Partners LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (London)
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry, especially those who might know someone at Saltus. A friendly chat can open doors that applications alone can't.
✨Tip Number 2
Prepare for the interview by researching Saltus and its culture. Understand their mission to improve relationships with wealth and think about how you can contribute to that goal. Show them you're not just another candidate!
✨Tip Number 3
Practice your communication skills! As a paraplanner, you'll need to convey complex information clearly. Try mock interviews with friends or use online resources to refine your pitch.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in being part of the Saltus team.
We think you need these skills to ace Paraplanner (London)
Some tips for your application 🫡
Show Off Your Communication Skills: Since we’re all about top-notch communication, make sure your written application reflects that. Use clear and concise language, and don’t shy away from showcasing your ability to explain complex ideas simply.
Tailor Your Application: We want to see how you fit into our culture and mission. Take the time to tailor your application to highlight your experience and skills that align with what we do at Saltus. It shows us you’re genuinely interested!
Be Detail-Oriented: Attention to detail is key in this role, so make sure your application is free from typos and errors. A polished application demonstrates your commitment to quality and professionalism, which we value highly.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Saltus Partners LLP
✨Know Your Stuff
Make sure you brush up on your technical knowledge of financial products. Be ready to discuss how you would analyse client information and construct solutions. This shows you're not just a good communicator, but also a problem solver who understands the ins and outs of paraplanning.
✨Showcase Your Communication Skills
Since communication is key in this role, practice articulating your thoughts clearly. Prepare to explain complex concepts in simple terms, as you might need to do this with clients or colleagues. A mock interview with a friend can help you refine this skill.
✨Be Organised and Efficient
Demonstrate your ability to manage a busy workload by sharing examples from your past experiences. Discuss how you prioritise tasks and ensure timely delivery of reports. This will show that you can thrive in a fast-paced environment like Saltus.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture and the team dynamics at Saltus. This not only shows your interest in the role but also helps you gauge if it’s the right fit for you. Plus, it gives you a chance to engage with your interviewers on a deeper level.
